This document outlines a webinar presentation about how SmartWave helped real estate company M3 dematerialize and optimize its invoice processing. It describes M3's need to improve its manual paper-based processes, the iterative development of a solution using BonitaSoft's low-code platform to integrate with M3's systems, and demos of the resulting application that streamlined invoice routing and provided a single interface. Next steps discussed expanding the system to new processes and customer access.

2. Invoice processing
dematerialization
Optimization et traceability
Nicolas MERAT – Head of Collaborative Solutions
March 2018

3. |
Agenda
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• Introduction
• M3 Business Case
• Live Demo
• Next steps
• Questions / Answers

4. |
Introduction
M3 Real Estate, SmartWave, Bonitasoft
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5. |
M3 Real Estate
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• M3 is one of the leading real estate agencies in the French-speaking Swiss
market, specialized in real estate sales, management (rental,
refurbishment) and projects. Founded in 1950, M3 is based in Geneva and
Zug and has almost 100 employees with a representative office in London
• M3 manually handles a large number of paper documents for its clients,
mainly contracts and invoices. Their processing requires several steps with
the inherent risks of losing information or passing the due date

6. |
SmartWave – Facts
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turnover 10 MCHF ( 8.7MEUR), 50 large clients
50 consultants with high skills profiles
profitable, no debt, owned by management
based in Geneva
established in 2000 with a steady growth trendReliable
Swiss
Independent
Major Player
Expert

7. |
SmartWave – Our mission
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Improve..
&Business
processes
Information
management
by delivering tailored and innovative
IT software solutions.

8. @Bonitasoft we partner with innovative
development teams worldwide to deliver better user
experiences
for customers and employees
M3 Webinar 9

9. Open and Extensible Digital Business Platform for
development teams
M3 Webinar 10

10. Best of both worlds:
customizable without custom costs
Low-code
Iterative development
Development and
innovation teams
Complex
enterprise needs
Graphical tooling +
Extension points
Custom
Custom Code
Long development
Software
developers
Specific
enterprise needs
Custom
developments
Out-of-the-box
No code
Rapid development
Citizen
developers
Standard
enterprise needs
Graphical
tooling
M3 Webinar 11

11. |
M3 Business Case
M3 REAL ESTATE
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12. |
Introduction
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• Driver : Migration from a custom ERP to a commercial package specialized
in real estate without ECM and without workflow engine
• First scope : Improve the invoice processing: in average 2 days of delay
• Fully open web application : one single common interface for end users
• Easy to use, intuitive
• Designed, reviewed & approved by M3 employees
• Single point of integration

13. |
Introduction
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• Need to manage interdepartmental workflows (document centric) and
vision to manage human centric workflows
• The information system has been built step by step
1. Dematerialization layer
2. ECM layer
3. BPM layer
• Main Goals :
• One web application with integration capabilities to all applications used at M3
• Provide to their clients this web application to manage directly their real estates

14. |
•Requirements in constant evolution
•Limited IT Internal skills
•Integration with Alfresco, ERP, LDAP, Kofax, SMTP server,
accounting system, ...
•Easy to use interface
•UX/UI had to be defined with the users for a successful user
adoption
•Single and unique interface for end users
Challenges
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15. |
Process
Analysis and
improvement
Platform
installation
LDAP
Synchronization
& Login
UX and UI
Process
Implementation
Dedicated
business
application
Project organization
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•Iterative development
•Agile approach based on prototyping
•Two developers with different skills
• Java Bonita Backend
• UX/UI Frontend

16. |
Solution Overview
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Mail ValidationScanning Quality control End user
18
Archive

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Scanning
Quality control Validation
OCR / ICR
Export
19

18. |
Solution architecture
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19. |
Invoice process overview
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Back Office
Technical Manager (GT)
Administrative Manager (GA)
Accounting

20. |
Screenshots
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21. |
Screenshots
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Bonita

22. |
Screenshots
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23. |
Screenshots
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24. |
Screenshots
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25. |
• Definition of routing rules for the invoices
• Alfresco document viewer integrated in the application : possibility to add
or replace documents directly from the interface
• Strong integration with the ERP :
• Values displayed in Bonita come from the ERP
• Bonita creates invoices directly in the ERP at the end of the process
• Authentication and synchronization on Active Directory
• Charts and live reports for the users and for the managers
• Improved UX and UI by involving users from the beginning
• Creation of a dedicated business application
• Very successful user adoption
Results
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26. |
Live Demonstration
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27. |
Next steps
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28. |
Next steps
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•Implement new processes
• The accounting workflow (already designed)
• Remaining specific invoices workflow (already designed)
• Design and implement new workflows (document or human centric)
•Provide access to the application to M3 customers
• Report of water damage, clogged sink, painting, …

29. |
Questions
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30. |
Contact
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31. |
SmartWave S.A.
Chemin de la Scie 4A – CH-1290 Versoix
Tel. +41 22 783 20 20
Fax +41 22 783 20 22
www.smartwavesa.com
SmartWave S.A.
Chemin de la Scie 4A – CH-1290 Versoix
Tel. +41 22 783 20 20
Fax +41 22 783 20 22
www.smartwavesa.com
33March 2018M3 Webinar
Vos contacts
Charles-Henri Strebelle
Mob. +41 79 558 62 82
chstrebelle@smartwavesa.com
Business Developer
Nicolas Mérat
Mob. + 41 79 706 20 24
nmerat@smartwavesa.com
Head of Collaborative Solutions